iShares S&P MidCap 400 Index shares owned by KWMG
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by KWMG
from 13F filings
Historical chart of KWMG investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by KWMG consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by KWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $724k | 11k | 65.26 |
| 2025-06-30 | $704k | 11k | 62.02 |
| 2025-03-31 | $662k | 11k | 58.35 |
| 2024-12-31 | $705k | 11k | 62.31 |
| 2024-09-30 | $706k | 11k | 62.32 |
| 2024-06-30 | $664k | 11k | 58.52 |
| 2024-03-31 | $733k | 12k | 60.74 |
| 2023-12-31 | $760k | 2.7k | 277.15 |
| 2023-09-30 | $729k | 2.9k | 249.35 |
| 2023-06-30 | $899k | 3.4k | 261.48 |
| 2023-03-31 | $1.0M | 4.2k | 250.16 |
| 2022-12-31 | $1.1M | 4.7k | 241.89 |
| 2022-09-30 | $1.2M | 5.7k | 219.30 |
| 2022-06-30 | $1.2M | 5.5k | 226.15 |
| 2022-03-31 | $1.5M | 5.8k | 268.29 |
| 2021-12-31 | $1.6M | 5.6k | 283.10 |
| 2021-09-30 | $1.5M | 5.7k | 263.01 |
| 2021-06-30 | $1.5M | 5.7k | 264.27 |
| 2021-03-31 | $1.5M | 5.7k | 260.31 |
| 2020-12-31 | $1.5M | 6.5k | 229.82 |
| 2020-09-30 | $1.1M | 6.1k | 185.27 |
| 2020-06-30 | $1.1M | 6.3k | 177.84 |
| 2020-03-31 | $895k | 6.2k | 143.84 |
| 2019-12-31 | $1.6M | 7.6k | 205.80 |
| 2019-09-30 | $1.4M | 7.1k | 193.22 |
| 2019-06-30 | $1.5M | 7.8k | 194.26 |
| 2019-03-31 | $1.5M | 8.0k | 189.41 |
| 2018-12-31 | $1.9M | 11k | 166.10 |
| 2018-09-30 | $1.8M | 9.0k | 201.27 |
| 2018-06-30 | $1.8M | 9.2k | 194.77 |
| 2018-03-31 | $1.8M | 9.3k | 187.57 |
| 2017-12-31 | $707k | 3.7k | 189.85 |
| 2017-09-30 | $672k | 3.8k | 178.87 |
| 2017-06-30 | $658k | 3.8k | 174.07 |
| 2017-03-31 | $648k | 3.8k | 171.25 |
| 2016-12-31 | $647k | 3.9k | 165.30 |
| 2016-09-30 | $608k | 3.9k | 154.79 |
| 2016-06-30 | $631k | 4.2k | 149.35 |
| 2016-03-31 | $609k | 4.2k | 144.14 |
| 2015-12-31 | $595k | 4.3k | 139.25 |
| 2015-09-30 | $605k | 4.4k | 136.63 |
| 2015-06-30 | $657k | 4.4k | 150.07 |
| 2015-03-31 | $608k | 4.0k | 151.70 |
| 2014-12-31 | $550k | 3.8k | 146.67 |